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YNAB

Sync YNAB budget, account, transaction, and category data into your warehouse.

Overview

The YNAB connector syncs your personal budgeting data into analytics-ready tables in your data warehouse. Pull budgets, accounts, transactions, and categories from the YNAB API, with Ingest handling auth, pagination, and retries so the tables stay current.

What you can sync

Ingest syncs the following YNAB data into your data warehouse, each as its own table refreshed on your schedule:

  • Budgets
  • Accounts
  • Transactions
  • Categories

Authentication

Personal Access Token (Bearer); OAuth2 also supported

Generate a token under Account Settings > Developer Settings > New Token.

You enter credentials in a secure form, never in chat. Ingest stores and rotates them for you.

Resources